Currently 1.1167 having held 1.1150 again
Offers: 1.1180 1.1200 1.1225-30 1.1250 1.1280 1.1300 1.1320-25 1.1350-55
Bids: 1.1150 1.1120 1.1100 1.1080 1.1050 1.1030 1.1000
Offers: 1.1180 1.1200 1.1225-30 1.1250 1.1280 1.1300 1.1320-25 1.1350-55
Bids: 1.1150 1.1120 1.1100 1.1080 1.1050 1.1030 1.1000
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Engineered components stocks show mixed Q4. ARW up 11.2% on strong revenue beat, AIT misses estimates.
Costco's $5.3B membership revenue & 90% renewal rate offer a strong moat. P/E of 50 may deter value investors.
Fuel costs, not demand, drive freight rates up 78%+. Carriers add surcharges, increasing shipper costs & volatility.
Aerospace Q4 beats: HEI revenue up 14.4%, BA up 57.1%. HEI down 15.4%, BA down 11.6% post-earnings.
CVS & BMY offer recession resilience & solid dividends. CVS trades at 10.3x forward earnings, BMY at 9.5x.
Physical Brent crude hits record $147/bbl, a $50 premium over futures, signaling a massive supply shock despite ceasefire hopes.
NBIS jumps 21% on acquisition talks & bullish outlook, but high OCF valuation warns traders.
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